HERITAGE FINANCIAL PARTNERS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HERITAGE FINANCIAL PARTNERS, INC. 401(K) PSP
401k plan membership statisitcs for HERITAGE FINANCIAL PARTNERS, INC. 401(K) PSP
| Measure | Date | Value |
|---|
| 2025 : HERITAGE FINANCIAL PARTNERS, INC. 401(K) PSP 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-05-09 | 7092 |
| Net assets as of the end of the plan year | 2025-05-09 | 3432841 |
| Total assets as of the beginning of the plan year | 2025-05-09 | 2939926 |
| Value of plan covered by a fidelity bond | 2025-05-09 | 293993 |
| Participant contributions to plan in this plan year | 2025-05-09 | 54700 |
| Other contributions to plan in this plan year | 2025-05-09 | 13385 |
| Other income to plan in this plan year | 2025-05-09 | 333990 |
| Plan net income in this plan year | 2025-05-09 | 492915 |
| Net assets as of the end of the plan year | 2025-05-09 | 3432841 |
| Net assets as of the beginning of the plan year | 2025-05-09 | 2939926 |
| Employer contributions to plan in this plan year | 2025-05-09 | 97932 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-09 | 7092 |
| 2024 : HERITAGE FINANCIAL PARTNERS, INC. 401(K) PSP 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-24 | 6247 |
| Net assets as of the end of the plan year | 2024-09-24 | 2939926 |
| Total assets as of the beginning of the plan year | 2024-09-24 | 2495011 |
| Value of plan covered by a fidelity bond | 2024-09-24 | 249502 |
| Participant contributions to plan in this plan year | 2024-09-24 | 56200 |
| Other expenses paid from plan in this plan year | 2024-09-24 | 0 |
| Other contributions to plan in this plan year | 2024-09-24 | 0 |
| Other income to plan in this plan year | 2024-09-24 | 324251 |
| Plan net income in this plan year | 2024-09-24 | 444915 |
| Net assets as of the end of the plan year | 2024-09-24 | 2939926 |
| Net assets as of the beginning of the plan year | 2024-09-24 | 2495011 |
| Employer contributions to plan in this plan year | 2024-09-24 | 70711 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-24 | 6247 |
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